Exempt Organizations

The Exempt Organizations Practice Group at Shulman Rogers consists of a core group of interdisciplinary attorneys who advise and assist a wide array of public and private philanthropic, health care, educational, medical and scientific, religious, housing, neighborhood redevelopment, cultural, artistic and athletic organizations. Additionally, we represent trade associations, business leagues, common ownership community facilities and incorporated municipalities.

Every nonprofit organization must deal at some level with federal and state administrative agencies. The laws governing exempt organizations are increasingly complex and specialized. Shulman Rogers' attorneys understand the unique issues that exempt organizations confront in achieving their objectives. We are experienced at setting up nonprofit organizations to meet the requirements of the I.R.S. and in drafting articles and bylaws to make sure that officers, directors and trustees are protected from liability and lawsuits.

Our attorneys also serve as board members and chairpersons for many area non-profit organizations. Our legal expertise together with our commitment to providing leadership in non-profit organizations helps Shulman Rogers’s Exempt Organizations Practice Group provide unparalleled service to the non-profit sector.

Exempt Status and Regulatory Issues

Developing strategies to achieve the goals of exempt corporations, trusts and associations.

Preparing articles of incorporation, bylaws and other organizational documents, paying special attention to tax objectives.

Preparing applications and reports for federal, state and local income, property, sales and franchise tax exemptions.

Structuring formation of taxable and tax-exempt subsidiaries of exempt organizations.

Compliance issues relating to officer and executive compensation.

Advising exempt organizations on the legal and tax ramifications of proposed activities and relationships with other organizations.